Ultrasound Demo Evaluation Checklist

Demonstration purpose

Write the purchasing questions the buyer wants addressed during a proposed demonstration discussion.

Write the buyer purchasing questions before requesting a demonstration discussion. Ask each department involved to identify the item descriptions and product documents it wants addressed. Combine the questions into an agenda while preserving the contact responsible for each request. Send that agenda to the supplier and ask which proposed equipment would be discussed. Keep commercial package questions visible as separate agenda items, then request written clarification of any proposed change to the subject of the presentation before inviting the buyer reviewers. After the presentation discussion, ask participants to check the equipment names recorded beside their questions. Correct the buyer notes before requesting supplier follow-up, and keep the agreed question list available to the purchasing coordinator when a revised commercial proposal is received.

Device identity discussion

Ask for the identity of the equipment proposed for presentation before agreeing the agenda.

Ask for an equipment list identifying the items proposed for discussion. Request the corresponding descriptions before the presentation so the buyer contacts can prepare their questions. Compare that equipment list with the item identity in the quotation request, and ask for clarification where they differ. Keep the equipment identity available during the discussion so participants can name the item behind each question. After the presentation, preserve the list with the agenda and request the document titles associated with the items actually discussed.

Attendee responsibilities

Invite the buyer document reviewers and assign responsibility for recording their own questions.

Invite the buyer contacts responsible for the document and commercial questions on the agenda. Ask each participant to identify the questions within their own review responsibility and name a person to record unresolved requests. Keep the question list available to everyone attending. During the discussion, distinguish a question raised by a reviewer from a commercial decision requiring later authorization. Ask the responsible buyer contact to review its own notes before sending the combined follow-up request to the supplier for a written reply.

Document walkthrough request

Request an agenda item for identifying the product documents relevant to the proposed purchase.

Include a document walkthrough in the requested agenda. Ask the supplier to identify the product description and other document titles relevant to the proposed purchasing items. Record the document identities rather than relying on an unidentified screen image. Ask the buyer reviewers which files they want to receive after the discussion. Send that document request with the equipment list and agenda reference, then compare the documents received with the titles recorded during the presentation before distributing them for departmental review.

Unanswered question log

Record questions that need a later written response and link them to the item discussed.

Record unanswered questions with the item being discussed and the buyer contact who raised them. Ask for a later written response where clarification needs document review or another supplier contact. Keep those requests separate from the presentation notes so they can be tracked without treating a discussion remark as a completed reply. Send the supplier a focused follow-up list and ask it to reference the relevant equipment identity. Return each written answer to the buyer reviewer responsible for the original purchasing question.

Post-demonstration purchase review

Compare the written replies with the original purchasing questions before revising the quotation request.

Compare the written follow-up replies with the original demonstration agenda and buyer document requests. Ask the departmental reviewers to identify which questions remain open before revising the quotation scope. Keep the proposed equipment identities consistent across the presentation record and commercial proposal. Where the supplier suggests another item, request its description as a separate proposal for review. Before seeking purchasing approval, preserve the requested documents, reviewer comments and current commercial package together, and confirm the order requirements and delivery arrangements through the purchasing correspondence.